By using the Shopify integration feature of dotdigital, you can sync easyPoints data such as point-related information to dotdigital’s customer custom fields.
This integration allows you to send targeted campaigns related to point balance and expiration notifications.
Point Information Available for Sync
The following values can be synced.
- Point balance
- Expiration date
- Tiers
Setting it up
1. Applying the easyPoints info as Shopify metafields
First, define expiration, point balance, and tier as metafields in Shopify. Check the following page for detailed setup instructions.
Applying customer's point information into metafields
2. installing and connecting dotdigital with Shopify
Install dot digital and create an account. Please be sure to follow the onboarding instructions provided by dotdigital during setup.
Next, connect your dotdigital account with Shopify. For detailed connection steps, refer to the official guide.
Additionally, dotdigital provides recommended configuration options for integration. Please review those as well. (Note: dotdigital’s help desk currently does not offer Japanese support, but feel free to contact us if you need assistance.)
3. Configure Field Mapping
Create Custom Fields
After completing the Shopify connection, link easyPoints metafield data to dotdigital.
From your dotdigital settings, navigate to "Contacts" → "Contact data fields" → "Custom data fields".
Create the following three custom fields (you may change the names if desired).
- POINT_BALANCE（For syncing point balance）: Data type = Number
- EXPIRATION（For syncing expiration dates）: Data type = Date
- TIER_UID（For syncing tier uids）: Data type = Text
Configure the Sync Mapping
From the sidebar, select "Connect", then choose Shopify and open the Field mapping tab.
Scroll to the bottom of the page — the predefined easyPoints metafields will be displayed under Custom fields.
From the dropdown list, select the corresponding dotdigital custom field for each metafield.
This will complete the sync.
Depending on the number of customers, it may take some time for the data to appear in dotdigital. After waiting for a while, please confirm that the integration has been successfully completed.